Standard Menus (Available to all Training Account Types)
Dashboard – Provides graphical summaries of training events.
Toolbox Talks – Manage PDF documents for training/toolbox talks.
Training Tracking – View past training records filtered by individual, group, or trainer.
Training Reports – Run analytics reports based on training data.
Required Trainings – Manage periodic recertification requirements (e.g., CPR, Fall Protection).
Custom Menus
Training Events – Start or review training sessions.
Manage Employees – Oversee attendee and trainer profiles.
Training Settings – Configure location requirements, project assignments, logo usage, etc.
Report Scheduler – Set up automated report emails.
Training Exams – Create or edit training exam templates (additional billing may apply).
Training Confirmations – Send digital training confirmations to attendees.
⚠️ Important: This guide applies only to the Training App in Safety Reports. The steps and features described do not apply to other apps, including:
Inspections App, JSA App, Observations App, Incident App, Incidents App, Safety Scan App, Forms App, or any other part of the Training App outside of the Training Events section.